Elevation Capital Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Elevation Capital Advisory’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.33M	Buy	+88,695	New	+$7.04M	2.83%	14
2025 Q4	–	Sell	-7,122	Closed	-$517K	–	85
2025 Q3	$517K	Sell	7,122 -19,116	-73%	-$1.32M	0.21%	47
2025 Q2	$1.73M	Buy	+26,238	New	+$1.56M	0.7%	34
2025 Q1	–	Sell	-6,150	Closed	-$375K	–	78
2024 Q4	$375K	Buy	+6,150	New	+$369K	0.16%	40
2024 Q3	–	Sell	-6,834	Closed	-$380K	–	74
2024 Q2	$380K	Buy	+6,834	New	+$354K	0.17%	34

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elevation Capital Advisory's VOOG Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026: 88,695 shares worth $7.33M. The stake represents 2.83% of the portfolio and ranks #14 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in VOOG as recently as Q3 2025.

Elevation Capital Advisory first reported a position in VOOG in Q2 2024 and has held it in 5 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Elevation Capital Advisory held 88,695 shares of Vanguard S&P 500 Growth ETF worth $7.33M as of Q2 2026.
Vanguard S&P 500 Growth ETF was a new Elevation Capital Advisory position in Q2 2026.
Vanguard S&P 500 Growth ETF made up 2.83% of Elevation Capital Advisory's portfolio in Q2 2026, its #14 holding.
Elevation Capital Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 5 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.